Schwab Charles Corp
SCHW- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
近 90 天，Schwab Charles Corp 內部人申報 0 筆公開市場買進、29 筆賣出；2026 年第 2 季末有 2,318 家機構在 13F 申報持有，市值合計 $1,338 億；Oakmark（Harris Associates）、維京全球投資等 6 位大師持有。
2022 年第 2 季 13F 持有人
Schwab Charles Corp 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,490
- 較 2022 年第 1 季 −55 家
- 持有股數
- 13.3 億
- 較 2022 年第 1 季 +256.4 萬 (+0.2%)
- 總市值
- $842.1 億
- 較 2022 年第 1 季 −$279.6 億 (−24.9%)
- 新進機構
- 126
- 另有 643 家加碼
- 清倉機構
- 181
- 另有 511 家減碼
另有 22 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SCHW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,318 | $1,338 億 |
| 2026 年第 1 季 | 2,340 | $1,335 億 |
| 2025 年第 4 季 | 2,329 | $1,455 億 |
| 2025 年第 3 季 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $1,374 億 |
| 2025 年第 1 季 | 2,030 | $1,191 億 |
| 2024 年第 4 季 | 1,993 | $1,108 億 |
| 2024 年第 3 季 | 1,857 | $963.3 億 |
| 2024 年第 2 季 | 1,899 | $1,104 億 |
| 2024 年第 1 季 | 1,879 | $1,082 億 |
| 2023 年第 4 季 | 1,877 | $1,030 億 |
| 2023 年第 3 季 | 1,740 | $804.7 億 |
| 2023 年第 2 季 | 1,775 | $829.4 億 |
| 2023 年第 1 季 | 1,676 | $770.8 億 |
| 2022 年第 4 季 | 1,626 | $1,299 億 |
| 2022 年第 3 季 | 1,520 | $973.2 億 |
| 2022 年第 2 季 | 1,490 | $842.1 億 |
| 2022 年第 1 季 | 1,567 | $1,128 億 |
| 2021 年第 4 季 | 1,505 | $1,119 億 |
| 2021 年第 3 季 | 1,351 | $953.4 億 |
| 2021 年第 2 季 | 1,345 | $954.7 億 |
| 2021 年第 1 季 | 1,311 | $849.5 億 |
2022 年第 2 季持有機構
每家機構持有 Schwab Charles Corp 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 5,759 | $36.4 萬 | 0.09% | −456−7.3% | 減碼 |
| Stock Yards Bank & Trust Co | 5,768 | $36.5 萬 | 0.02% | +3,102+116.4% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 5,796 | $36.6 萬 | 0.06% | +195+3.5% | 加碼 |
| Regatta Capital Group, LLC | 5,790 | $36.6 萬 | 0.17% | +1,080+22.9% | 加碼 |
| Capula Management Ltd | 5,792 | $36.6 萬 | 0.05% | +5,792 | 新進 |
| Moors & Cabot, Inc. | 5,844 | $36.9 萬 | 0.03% | −419−6.7% | 減碼 |
| NewEdge Wealth, LLC | 5,869 | $37.1 萬 | 0.02% | +5,869 | 新進 |
| Colony Family Offices, LLC | 5,900 | $37.3 萬 | 0.17% | +5,900 | 新進 |
| Rehmann Capital Advisory Group | 5,951 | $37.6 萬 | 0.04% | +174+3.0% | 加碼 |
| Angeles Investment Advisors, LLC | 5,965 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| BTR Capital Management Inc | 5,987 | $37.8 萬 | 0.05% | 00.0% | 不變 |
| LVW Advisors, LLC | 5,995 | $37.9 萬 | 0.08% | −36−0.6% | 減碼 |
| Bank of the West | 5,987 | $37.9 萬 | 0.05% | −30−0.5% | 減碼 |
| IFG Advisory, LLC | 6,031 | $38.1 萬 | 0.04% | −1,235−17.0% | 減碼 |
| Rosenberg Matthew Hamilton | 5,966 | $38.1 萬 | 0.14% | +335+5.9% | 加碼 |
| Pointe Capital Management LLC | 6,057 | $38.3 萬 | 0.29% | 00.0% | 不變 |
| Davidson Investment Advisors | 6,175 | $39.0 萬 | 0.03% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 6,168 | $39.0 萬 | 0.27% | +6,168 | 新進 |
| Cetera Advisors LLC | 6,184 | $39.1 萬 | 0.01% | −470−7.1% | 減碼 |
| TAGStone Capital, Inc. | 6,185 | $39.1 萬 | 0.37% | +17+0.3% | 加碼 |
| Integrated Wealth Concepts LLC | 6,194 | $39.1 萬 | 0.01% | +1,736+38.9% | 加碼 |
| Tompkins Financial Corp | 6,235 | $39.4 萬 | 0.06% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 6,263 | $39.6 萬 | 0.03% | +1,215+24.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 6,275 | $39.6 萬 | 0.07% | −645−9.3% | 減碼 |
| InterOcean Capital Group, LLC | 6,265 | $39.6 萬 | 0.02% | +3,390+117.9% | 加碼 |
| Pittenger & Anderson Inc | 6,282 | $39.7 萬 | 0.02% | −599−8.7% | 減碼 |
| Wintrust Investments LLC | 6,291 | $39.7 萬 | 0.05% | +177+2.9% | 加碼 |
| Transcend Wealth Collective, LLC | 6,277 | $39.7 萬 | 0.04% | +419+7.2% | 加碼 |
| Summit X, LLC | 6,351 | $39.9 萬 | 0.12% | +3,584+129.5% | 加碼 |
| RMR Wealth Builders | 6,354 | $40.1 萬 | 0.10% | +195+3.2% | 加碼 |
| Sand Hill Global Advisors, LLC | 6,367 | $40.2 萬 | 0.02% | −1,013−13.7% | 減碼 |
| Gsa Capital Partners LLP | 6,383 | $40.3 萬 | 0.06% | −9,256−59.2% | 減碼 |
| Advisors Capital Management, LLC | 6,395 | $40.4 萬 | 0.01% | −204−3.1% | 減碼 |
| Ritholtz Wealth Management | 6,409 | $40.5 萬 | 0.03% | +761+13.5% | 加碼 |
| StoneX Group Inc. | 6,448 | $40.7 萬 | 0.05% | +3,835+146.8% | 加碼 |
| RDA Financial Network | 6,492 | $41.0 萬 | 0.21% | +2,256+53.3% | 加碼 |
| Almanack Investment Partners, LLC. | 6,484 | $41.0 萬 | 0.04% | +3,091+91.1% | 加碼 |
| Fiera Capital Corp | 6,500 | $41.1 萬 | 0.00% | −550−7.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,516 | $41.2 萬 | 0.02% | +139+2.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 6,521 | $41.2 萬 | 0.01% | +3,034+87.0% | 加碼 |
| Hyperion Asset Management Ltd | 6,540 | $41.3 萬 | 0.02% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 6,537 | $41.3 萬 | 0.05% | +252+4.0% | 加碼 |
| Studio Investment Management LLC | 6,531 | $41.3 萬 | 0.14% | +458+7.5% | 加碼 |
| Harbour Investments, Inc. | 6,537 | $41.3 萬 | 0.03% | +6,537 | 新進 |
| Bahl & Gaynor Inc | 6,580 | $41.6 萬 | 0.00% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 6,605 | $41.7 萬 | 0.03% | −96−1.4% | 減碼 |
| Radnor Capital Management, LLC | 6,620 | $41.8 萬 | 0.11% | +6,620 | 新進 |
| HB Wealth Management, LLC | 6,668 | $42.1 萬 | 0.01% | +784+13.3% | 加碼 |
| Main Street Financial Solutions, LLC | 6,689 | $42.3 萬 | 0.05% | +52+0.8% | 加碼 |
| First Dallas Securities Inc. | 6,700 | $42.3 萬 | 0.29% | +150+2.3% | 加碼 |
| Focus Financial Network, Inc. | 6,701 | $42.3 萬 | 0.03% | −133−1.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 6,751 | $42.7 萬 | 0.05% | +1,551+29.8% | 加碼 |
| NBT Bank N A | 6,813 | $43.1 萬 | 0.07% | +412+6.4% | 加碼 |
| BSW Wealth Partners | 6,832 | $43.2 萬 | 0.10% | +289+4.4% | 加碼 |
| NinePointTwo Capital | 6,890 | $43.5 萬 | 0.15% | +6,890 | 新進 |
| Delphia (USA) Inc. | 6,957 | $44.0 萬 | 0.30% | +6,957 | 新進 |
| Connectus Wealth, LLC | 7,002 | $44.2 萬 | 0.01% | +7,002 | 新進 |
| Orca Investment Management, LLC | 7,076 | $44.7 萬 | 0.41% | −124−1.7% | 減碼 |
| Equitable Trust Co | 7,091 | $44.8 萬 | 0.03% | +2,260+46.8% | 加碼 |
| Sigma Planning Corp | 7,126 | $45.0 萬 | 0.02% | −146−2.0% | 減碼 |
| BBR Partners, LLC | 7,149 | $45.2 萬 | 0.05% | +7+0.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 7,185 | $45.4 萬 | 0.07% | −1,196−14.3% | 減碼 |
| Garrison Point Advisors, LLC | 7,185 | $45.4 萬 | 0.38% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 7,207 | $45.5 萬 | 0.09% | +3,232+81.3% | 加碼 |
| GFG Capital, LLC | 7,248 | $45.8 萬 | 0.14% | +183+2.6% | 加碼 |
| Zullo Investment Group, Inc. | 7,274 | $46.0 萬 | 0.29% | +351+5.1% | 加碼 |
| Arkadios Wealth Advisors | 7,324 | $46.3 萬 | 0.07% | −1,849−20.2% | 減碼 |
| Sutton Place Investors LLC | 7,389 | $46.7 萬 | 0.68% | +947+14.7% | 加碼 |
| Belpointe Asset Management LLC | 7,423 | $46.9 萬 | 0.03% | +394+5.6% | 加碼 |
| Athena Investment Management | 7,458 | $47.1 萬 | 0.37% | 00.0% | 不變 |
| Garde Capital, Inc. | 7,470 | $47.2 萬 | 0.06% | +7,470 | 新進 |
| First National Bank of Hutchinson | 7,486 | $47.3 萬 | 0.35% | +13+0.2% | 加碼 |
| Ronald Blue Trust, Inc. | 5,613 | $47.3 萬 | 0.01% | +5,613 | 新進 |
| Atticus Wealth Management, LLC | 7,522 | $47.5 萬 | 0.20% | −255−3.3% | 減碼 |
| RNC Capital Management LLC | 7,518 | $47.5 萬 | 0.03% | 00.0% | 不變 |
| Claro Advisors LLC | 7,572 | $47.8 萬 | 0.19% | +2,852+60.4% | 加碼 |
| 55I, LLC | 7,621 | $48.1 萬 | 0.01% | +7,621 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 7,640 | $48.3 萬 | 0.12% | +20.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 7,645 | $48.3 萬 | 0.13% | +380+5.2% | 加碼 |
| Keystone Financial Services | 7,145 | $48.3 萬 | 0.26% | +499+7.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 7,671 | $48.5 萬 | 0.11% | −25,114−76.6% | 減碼 |
| Trust Co of Virginia | 7,675 | $48.5 萬 | 0.06% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 7,709 | $48.7 萬 | 0.03% | 00.0% | 不變 |
| Zeke Capital Advisors, LLC | 7,720 | $48.7 萬 | 0.03% | +204+2.7% | 加碼 |
| Ninety One SA (PTY) Ltd | 7,720 | $48.8 萬 | 0.17% | −88−1.1% | 減碼 |
| Navalign, LLC | 7,769 | $49.1 萬 | 0.21% | +29+0.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 7,800 | $49.3 萬 | 0.04% | −450−5.5% | 減碼 |
| Beach Investment Counsel Inc | 7,840 | $49.5 萬 | 0.06% | +919+13.3% | 加碼 |
| ETF Managers Group, LLC | 7,812 | $49.7 萬 | 0.01% | −2,921−27.2% | 減碼 |
| Albion Financial Group | 7,871 | $49.7 萬 | 0.05% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 7,914 | $50.0 萬 | 0.04% | +1,013+14.7% | 加碼 |
| Edgewood Management LLC | 7,960 | $50.3 萬 | 0.00% | 00.0% | 不變 |
| Avalon Investment & Advisory | 7,980 | $50.4 萬 | 0.01% | −522−6.1% | 減碼 |
| Algert Global LLC | 7,980 | $50.4 萬 | 0.04% | +7,980 | 新進 |
| Cavalier Investments, LLC | 8,077 | $51.0 萬 | 0.18% | +120+1.5% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 8,070 | $51.0 萬 | 0.12% | +2,500+44.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 8,122 | $51.2 萬 | 0.13% | −200−2.4% | 減碼 |
| Crumly & Associates Inc. | 8,124 | $51.3 萬 | 0.21% | −3,471−29.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 8,166 | $51.6 萬 | 0.07% | +426+5.5% | 加碼 |
| First Capital Advisors Group, LLC. | 8,174 | $51.6 萬 | 0.35% | +8,174 | 新進 |